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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
7351	TA TLS Advisors Miami, Florida	$12.7K	+$14.3K	1	0.04%	New
7352	MM Main Management San Francisco, California	$11K	$0	1	0%	Maintained
7353	SR Summer Road West Palm Beach, Florida	$9.53K	+$938	1	0.01%	Increased
7354	Apollo Management Holdings New York	$8.45K	+$9.72K	1	0%	Increased
7355	AGA Altrinsic Global Advisors Stamford, Connecticut	$4.7K	+$6.14K	1	0%	New
7356	CA Cohalo Advisory Snoqualmie, Washington	$2.38K	$0	1	0.14%	Maintained
7357	Akuna Securities Chicago, Illinois	$1.67K	-$114K	1	0%	Reduced
7358	DCM Dupont Capital Management Wilmington, Delaware	$3	-$100M	1	0%	Reduced
7359	AV Alamea Verwaltungs Edison, New Jersey	$0	-$448K	0	–	Closed
7360	ACM Alua Capital Management New York	$0	-$143M	0	–	Closed
7361	AIM Anatole Investment Management Central, Hong Kong	$0	-$51.4M	0	–	Closed
7362	ACL APEIRON Capital Ltd Hong Kong	$0	-$5.1M	0	–	Closed
7363	AQR Arbitrage Greenwich, Connecticut	$0	-$7.82M	0	–	Closed
7364	ACM Avos Capital Management Seattle, Washington	$0	-$566K	0	–	Closed
7365	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$0	-$2.85M	0	–	Closed
7366	Azora Capital LP Miami, Florida	$0	-$656K	0	–	Closed
7367	BCPE Bain Capital Public Equity Boston, Massachusetts	$0	-$2.1M	0	–	Closed
7368	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$15.7M	0	–	Closed
7369	BAM BLKBRD Asset Management Old Greenwich, Connecticut	$0	-$3.99M	0	–	Closed
7370	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$4.76M	0	–	Closed
7371	BJB Broadhurst Jeffrey B	$0	-$642K	0	–	Closed
7372	CRCM Cat Rock Capital Management Greenwich, Connecticut	$0	-$91.7M	0	–	Closed
7373	CI Cavalier Investments Alpharetta, Georgia	$0	-$3.11M	0	–	Closed
7374	Centersquare Investment Management Conshohocken, Pennsylvania	$0	-$210K	0	–	Closed
7375	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$1.47M	0	–	Closed